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Commented by Stefan Bode on September 1st, 2026 | 07:00 CEST
Special Situations on the Stock Market: Three Stories, One Common Thread — Delivery Hero, Nemetschek, Zefiro Methane and Uber Technologies
Created and published on behalf of Zefiro Methane
Takeover premiums, restructuring and infrastructure trends, as well as AI-driven shifts in market sentiment, can have a major short-term impact on share prices. Yet behind the headlines in the financial press, the fine print often determines where a stock goes next. Key factors include the time until a takeover is completed, regulatory approval and execution risks, cash flow quality and valuation relative to industry peers. These key factors explain why opportunities on the stock market are rarely "free". However, investors who understand how these dynamics work can better assess both the associated risks and the potential returns.
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Commented by Stefan Feulner on September 1st, 2026 | 06:55 CEST
AeroVironment, HPQ Silicon, BAE Systems: It Is All About the Battery
Drones are fundamentally changing modern warfare. What used to cost millions can now be reconnoitered or countered using comparatively inexpensive unmanned systems. Western nations are ramping up their procurement efforts accordingly. But as demand grows, so do the technical challenges. Range, payload, and endurance depend crucially on the power supply. More powerful batteries are thus becoming a key technology in the drone boom. Not only could the major defense contractors benefit from this, but also suppliers that have received little attention until now.
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Commented by Stefan Feulner on August 31st, 2026 | 07:30 CEST
GE Vernova, RE Royalties, Canadian Solar – Billions Are Flowing Into Energy Infrastructure
The energy transition is no longer primarily a technological challenge, but rather a financing and infrastructure challenge. Solar farms must be built, battery storage systems financed, and power grids upgraded to support an increasingly decentralized energy supply. The project pipelines of major developers alone demonstrate the scale to which investment needs have now grown. At the same time, new business models are emerging for companies that not only build facilities but also provide capital or profit from the long-term returns of the projects. This marks the beginning of a second phase of the energy transition for investors. The focus now is on turning this massive expansion into a profitable business.
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Commented by Jens Castner on August 31st, 2026 | 07:25 CEST
Arms Boom Meets Steel Revolution: A New Era for Salzgitter, Strategic Resources and SSAB
Europe is rearming. Above all, the continent needs steel to do so. Tanks, frigates and submarines consume quantities of material that are pushing existing production facilities to their limits. At the same time, a quieter but equally consequential transformation is underway: the shift toward more climate-friendly steelmaking processes. Whoever controls the raw material supply chains behind this transition holds the key to a story that the market has yet to price in. This is where Strategic Resources, a still largely undiscovered small-cap, has all the pieces in place. The Canadian company delivers exactly what German industry heavyweights such as Salzgitter are desperately seeking. Swedish steel and armored steel monopolist SSAB has already begun exploring the opportunity.
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Commented by Tarik Dede on August 31st, 2026 | 07:20 CEST
Above the Clouds: Ryanair, Volatus Aerospace and Air France-KLM in Focus
Freedom is not always limitless above the clouds. High jet fuel prices are putting pressure on airlines' businesses, while rising ticket prices have made summer vacations in 2026 significantly more expensive. This is especially true in Europe, where jet fuel capacity remains limited. Nevertheless, the market is currently showing signs of easing. Since the outbreak of the war, many airline stocks have recovered. It is therefore worth taking a closer look at the shares of low-cost carrier Ryanair and the premium carrier Air France-KLM. For investors who would rather avoid the poor predictability of airline stocks, there is still an opportunity to look to the skies by considering shares of Volatus Aerospace.
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Commented by Fabian Lorenz on August 31st, 2026 | 07:15 CEST
Better Than Siemens Energy? These Stocks Are Benefiting From the US Market! 2G Energy, Tonies and Zefiro Methane with More Than 200% Upside Potential!
Created and published on behalf of Zefiro Methane
More than 1,000%. That is the performance of Siemens Energy shares since the beginning of 2024. The spectacular gains have been driven by the AI boom and its insatiable appetite for energy. But the company is now anything but cheap. We present three stocks poised for strong growth in the US. 2G Energy also aims to benefit from the AI boom. Its order intake is skyrocketing, and analysts see upside potential for the stock. Experts see more than 200% upside potential in Zefiro Methane. The company specializes in plugging abandoned wells and aims to become the market leader. The US government has allocated USD 4.7 billion for the purpose - and that is likely nowhere near enough. Thanks to strong growth in the US, Tonies could soon generate more than EUR 1 billion in annual revenue. Analysts consider recent concerns about profitability to be overblown and recommend buying the stock.
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Commented by Tarik Dede on August 31st, 2026 | 07:10 CEST
Markets on the Move: PayPal, HPQ Silicon and Salesforce in Focus
The summer break is officially coming to an end. Particularly in North America, investors typically return to their desks around September 1, after Labour Day. But this year, plenty has been happening in the stock markets even during the summer months—there has been little sign of a lull. Following Nvidia's phenomenal second-quarter results, innovative sectors now appear to be shifting into higher gear. And the market is not expecting much turbulence on the interest rate front either. Despite rising inflation, the Federal Reserve appears unlikely to take action ahead of the midterm elections in November. At least, that is what the markets are largely pricing in at present. That makes it worthwhile for investors to take a closer look. Today, we do just that with PayPal, HPQ Silicon and Salesforce.
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Commented by Armin Schulz on August 31st, 2026 | 07:05 CEST
USD 40 Trillion in Debt and Central Bank Buying Fuel Gold Prices: Barrick Mining, Lahontan Gold and Wheaton Precious Metals
The gold market has made an impressive comeback following the correction in August, temporarily climbing back above USD 4,600 per ounce. This is more than just a technical rebound, as several fundamental factors are supporting the rally. Record central bank purchases, exploding US national debt, and the prospect of imminent interest rate cuts are giving gold renewed appeal. For investors, the question is no longer whether to participate in the uptrend, but how to benefit from it. Today, we take a closer look at Barrick Mining, Lahontan Gold, and Wheaton Precious Metals.
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Commented by Nico Popp on August 31st, 2026 | 07:00 CEST
Gold Rush—But Which One Is Better? DRC Gold, Ivanhoe Mines and Newmont in the Spotlight
As central banks around the world resume buying gold and geopolitical turmoil shakes confidence in fiat currencies, one thing is clear: humanity's oldest form of currency is experiencing a renaissance. After a breathtaking record-breaking run that pushed the gold price to USD 5,600 per ounce at the beginning of the year, followed by a correction, gold has recently climbed dynamically back above the USD 4,600 threshold. But for gold investors, there has long been more to the market than just bullion and ETPs. Companies in the gold sector are profiting from the rally and, under certain circumstances, can even offer leverage on the precious metal. We introduce some exciting business models and take a look at Africa as well.
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Commented by Matthias Schomber on August 31st, 2026 | 06:55 CEST
Market Opportunities and Contrasts: Novo Nordisk with Weight-Loss Pill, ASIC Concerns at DroneShield, Power Metallic Mines with Breakout Potential
Danish pharmaceutical giant Novo Nordisk has suffered a significant setback in the fierce race for the lucrative weight-loss drug market, but its new weight-loss pill could now prove to be a game changer. At the same time, Australian drone specialist DroneShield is facing regulatory headwinds that are severely testing investor confidence, yet the numbers remain strong. Away from these companies, Canada's resource sector has another standout in Power Metallic Mines, which is demonstrating impressively how a solid polymetallic discovery and excellent drilling results can inject strength and momentum into a stock chart performance. Read on to find out why these three stocks deserve a place on every watchlist right now!
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